Latest Institutional Purchases of Ishares Msci Kld 400 Social Et (DSI)
This list provides information on the latest institutional transactions involving Ishares Msci Kld 400 Social Et (DSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
1.91KNew |
$186K - $207K
|
1.91K
$194K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.88KNew |
$184K - $205K
|
1.88K
$192K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.86KNew |
$182K - $202K
|
1.86K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.85KNew |
$181K - $202K
|
1.85K
$189K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.49K+ 4.56% |
$146K - $162K
|
34.1K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$97.8K - $109K
|
1K
$102K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
884New |
$86.5K - $96.2K
|
884
$90.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
668+ 65.36% |
$65.3K - $72.7K
|
1.69K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
623+ 3.05% |
$60.9K - $67.8K
|
21K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
537New |
$52.5K - $58.4K
|
537
$54.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
442+ 11.88% |
$43.2K - $48.1K
|
4.16K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
186+ 9.47% |
$18.2K - $20.2K
|
2.15K
$219K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
185+ 1.73% |
$18.1K - $20.1K
|
10.9K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
161New |
$15.7K - $17.5K
|
161
$16.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
143+ 55.43% |
$14K - $15.6K
|
401
$40.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
67+ 2.26% |
$6.55K - $7.29K
|
3.04K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
67New |
$6.55K - $7.29K
|
67
$6.83K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
60+ 1.44% |
$5.87K - $6.53K
|
4.22K
$430K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29New |
$2.84K - $3.15K
|
29
$2.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
23+ 1.14% |
$2.25K - $2.5K
|
2.04K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12+ 44.44% |
$1.17K - $1.31K
|
39
$3.98K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.39% |
$293 - $326
|
780
$79.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.45% |
$196 - $218
|
443
$45.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$97.8 - $109
|
1
$102
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 2.56% |
$97.8 - $109
|
40
$4.08K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
78.4KNew |
$7.39M - $8.21M
|
78.4K
$7.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
12.2K+ 117.55% |
$1.15M - $1.28M
|
22.6K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
4.52K+ 202.01% |
$426K - $473K
|
6.75K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.75KNew |
$354K - $393K
|
3.75K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.57KNew |
$337K - $374K
|
3.57K
$365K
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.84KNew |
$267K - $297K
|
2.84K
$289K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.26KNew |
$213K - $237K
|
2.26K
$231K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.93KNew |
$182K - $202K
|
1.93K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.33KNew |
$125K - $139K
|
1.33K
$136K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.21K+ 9.32% |
$114K - $127K
|
14.2K
$1.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
460New |
$43.4K - $48.2K
|
460
$46.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
218New |
$20.6K - $22.8K
|
218
$22.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
135+ 16.77% |
$12.7K - $14.1K
|
940
$95.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
123+ 100.0% |
$11.6K - $12.9K
|
246
$25.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
103+ 3.31% |
$9.71K - $10.8K
|
3.22K
$328K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
100+ 0.36% |
$9.43K - $10.5K
|
28.1K
$2.87M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
93New |
$8.77K - $9.74K
|
93
$9.49K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
89New |
$8.39K - $9.32K
|
89
$9.08K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
88New |
$8.3K - $9.22K
|
88
$8.98K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
75New |
$7.07K - $7.86K
|
75
$7.65K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
75+ 2.01% |
$7.07K - $7.86K
|
3.81K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
74+ 1.6% |
$6.98K - $7.75K
|
4.71K
$481K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
60+ 136.36% |
$5.66K - $6.29K
|
104
$10.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39New |
$3.68K - $4.09K
|
39
$3.98K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 0.54% |
$2.55K - $2.83K
|
5.07K
$517K
|
|